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Maximizing Tax Benefits Through Systematic Charitable Giving

December 6, 2022
Charitable giving is an important part of a wealth management strategy. Whether giving cash, securities, or securities with cash replenishment, investors can also enjoy the benefit of tax deductions. Depending on how that gifting is structured, it can also reduce the investor’s capital gains tax and increase the potential for tax-loss harvesting.

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Jeremy Milleson

Director, Investment Strategy

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Jeff Wagner, CFA

Investment Strategist

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